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Keating Financial Advisory Services’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Keating Financial Advisory Services’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-659
Closed -$40.1K – 2659
2025
Q4 		$40.1K Buy
+659
New +$40.5K 0.01% 704

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

Keating Financial Advisory Services's TECB Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2026, closing a stake of 659 shares — an estimated $40.1K sold.

Keating Financial Advisory Services first reported a position in TECB in Q4 2025 and held it in 1 quarter. The position peaked at $40.1K in Q4 2025. 90 funds tracked by Wall St. Rank hold TECB as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 659 iShares US Tech Breakthrough Multisector ETF shares in Q1 2026, an estimated $40.1K.
  • Keating Financial Advisory Services first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's iShares US Tech Breakthrough Multisector ETF position peaked at $40.1K in Q4 2025.
  • 90 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.